Financial Client Services Specialist

130 Raymond James Financial Services, Inc.; Green Bay (WI); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical + HSA Contribution

Retirement + Match

PTO + Market Holidays

dental

vision

life insurance

critical illness insurance and injury

disability benefits

retirement savings

paid time off (vacation/holidays/sick)

Job summary

ZK Financial Group is seeking a Registered Client Associate to join our team in a client-focused capacity. You will handle daily inquiries, schedule meetings, and greet clients while supporting financial advisors and the branch office with administrative tasks.

A strong eye for detail and client service mindset are essential. Ideal candidates will have experience in the financial industry, excellent communication skills, and the ability to work both independently and as part of a team.

Qualifications

• Experience in the financial industry and strong communication skills.
• Detail oriented with ability to maintain accurate client records.
• Proven ability to service clients and support financial advisors.

Responsibilities

• Service daily client inquiries by phone and in-person, including meetings and greetings.
• Provide administrative support to financial advisors and branch office.
• Open new client accounts, process money movements, and verify documents.
• Prepare letters, forms, and reports for servicing clients and prospecting.
• Maintain CRM records and generate client-specific reports.
• Engage in training and professional development opportunities.

Skills

Strong communication skills

Detail oriented

Customer service

Teamwork

Education

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

ZK Financial Group is seeking a Registered Client Associate to join our team in a client-focused capacity. You will handle daily inquiries, schedule meetings, and greet clients while supporting financial advisors and the branch office with administrative tasks.

A strong eye for detail and client service mindset are essential. Ideal candidates will have experience in the financial industry, excellent communication skills, and the ability to work both independently and as part of a team.